The young small-cap healthcare company we review in this report is growing rapidly and has a large total addressable market opportunity. It also has an attractive recurring revenue model with a very high retention rate (customers like it) and attractively improving margins (as the business continues to scale). The company provides personalized data-driven solutions that help individuals understand healthcare better, as well as assisting them in navigating workplace benefits available to them. In this report, we review the business, the opportunity, financials, valuation and risks. We conclude with our opinion on investing.
2 Attractive CEFs: Big, Healthy, +5.0% Yields
In general, investment “fund” vehicles are less desirable (because of the typical high fees and chronic underperformance), but the two closed-end funds (“CEFs”) described in this report are attractive for a variety of reasons. For example, they’ve both thrived and outperformed for decades (net of all fees and expenses) thanks to their disciplined management teams, they both pay big healthy dividends (5.4% and 5.5%, respectively), trade at attractively discounted prices (versus NAV), use a small prudent amount of leverage (a good thing), have compelling sector/style allocations, and market conditions remain attractive coming out of the pandemic. You might consider buying a little (we own both) and just hanging on. You’ll keep getting paid big healthy dividends for if/when you need them, otherwise just reinvest the cash and enjoy the powerful long-term compound growth.
Portfolio Update: 3 New Buys, 1 Complete Sell, + Some Rebalancing
I don’t trade often because I am a disciplined long-term investor. However, I have just completed 3 new buys, and 1 complete sell (plus a variety of normal rebalancing trades) within the Blue Harbinger Disciplined Growth portfolio. I have also updated the “Buy Under” prices (and thereby ratings) of a variety of existing positions within the Blue Harbinger Income Equity portfolio and the Disciplined Growth portfolio. This report reviews all of the latest updates, as well as why I believe these two portfolios are positioned for continuing long-term success, in a big way!
Fooled by Narratives: Three (3) Stocks Worth Considering for Purchase, Now
The investment news media is more interested in generating advertising dollars than it is in actually helping anyone with investments. Their goal is to tell the most ridiculous sensationalized investment stories they can get away with in order to garner more readers, listeners, clicks and ultimately advertising dollars. One of the most common ploys they use to implement their unscrupulous agenda is the false narrative. They’re basically dishonest, uncaring and greedy. In this report, we share 3 highly attractive investment ideas that are hiding in plain sight thanks to the media’s totally disingenuous false narratives.
Healthy 8.5% Yield BDC: Strong Balance Sheet, Liquidity
The business development company (“BDC”) we review in this report is healthy and has advantages over its peers. For example, its large size, seasoned management team and strong balance sheet all give it a leg up (versus peers and versus other high yield investments) as it grows its track record of 46 consecutive quarters of stable to growing dividend payments. In this report, we review the business, balance sheet, liquidity position, dividend strength, valuation and risks. We conclude with our opinion on investing.
This 10.0% Yield BDC: Attractive, Worth Considering
The Business Development Company (“BDC”) that we review in this article focuses on making primarily debt investments to pre-IPO growth companies (focused largely on technology and life sciences markets). It also offers a compelling 10.0% dividend yield (with potential for additional “special dividends”). Specifically, this article reviews the business, the company’s investment portfolio, the dividend and the risks. We conclude with our opinion on investing.
Unique 7.2% Yield Healthcare REIT: Worth Considering
This unique 7.2% dividend yield triple-net healthcare REIT comes with its own unique risks and advantages. Its dividend is well covered and has been increased for 17 consecutive years, and the company fared better than other healthcare REITs during the pandemic. In this article, we review the business model, dividend safety, valuation and risks. We conclude with our opinion on investing.
A Note on Recent Market Volatility
The market has been volatile this year, and it’s left a lot of investors feeling very uncomfortable. Contributing factors have ranged from a surge in oil prices, to upward moves in interest rates, the unwinding of many “pandemic trades,” bitcoin narratives, market fear mongers, and of course the ever present chorus of nonsensical get-rich-quick people. We have some very strong advice for anyone feeling unsettled about the market. If you’ve been following Blue Harbinger long enough then you’ve likely heard it many times before. It’s worth repeating now…
Attractive Real Estate CEF: 7.2% Yield, Paid Monthly, Discounted Price
If you are looking for a compelling, out-of-the-box way to play the strengthening real estate sector, this closed-end fund (“CEF”) is worth considering. It offers a healthy 7.2% yield (paid monthly), it trades at a discounted price (versus its NAV), and it has a growing track record of success. Plus the real estate sector is currently attractive (we’ll explain). In this report, we review the fund strategy, holdings, leverage, expense ratio, pricing/valuation, and why we believe the opportunity is particularly compelling if you are a long-term income-focused investor.
This Media Platform Stock: Rapid Rise to Resume
This on-device media platform is attractive because of its business model, rapid growth (~115% in FY21), expanding margins, solid free cash flow generation and large market opportunity. Further, the recent share price sell off (it’s still below its all-time highs due to the the recent mini “tech wreck”) has created an attractive entry point for long-term investors. In this report, we review the health of the business, valuation, risks, and then conclude with our opinion on investing.
Main Street Capital: 6.3% Yield, Pandemic Challenges
Main Street Capital (MAIN) is a popular BDC (business development company) thanks to its big monthly dividend payments (which have never been reduced in the history of the company). Main Street provides financing solutions to a wide variety of smaller businesses—many of which were incidentally hit particularly hard by covid. The shares have not yet recovered to their pre-covid level, and in this report we review the business, the financials, the dividend, the risks and finally conclude with our opinion on investing.
Life Sciences Cloud Software Company: Even More Attractive on the Recent Price Pullback
There is a large and growing demand for cloud-based software in the life sciences industry, and the company we review in this report is the clear market leader (with a lot of long-term upside). And despite a recent earnings beat and guidance raise (on top of its already rapidly growing business) the shares have recently sold off (as part of the broader market’s recent sell off of top growth stocks in general). We believe these factors have combined to create an attractive buying opportunity, and we share all the details in this report, including a review of the business, growth prospects, valuation and risks. If you are a long-term investor, these shares are worth considering for a spot in your portfolio.
Attractive Growth, Share Price Pullback
If you are looking for a steady dividend-growth stock, this report is not for you. However, if you are looking to add a little powerful long-term price appreciation to your portfolio, these shares are worth considering, especially on the recent price pullback. The company is well-positioned as a premium brand in China, it enjoys rapid sales growth and a large and growing total addressable market, and it has the backing of the Chinese government. In this report, we review the company’s business model, market opportunity, COVID-19 impacts, competitive position, valuation and risks. We conclude with our opinion on whether the company offers an attractive risk-reward versus its long-term growth opportunity.
Attractively Priced Natural Gas Play (Steady Growing Dividend)
If you are looking to add an extraordinarily steady growing dividend to your portfolio, this diversified natural gas company is worth considering. It has increased its dividend payment for 50 consecutive years (it currently yields 3.9%) and it offers the potential for healthy price appreciation. In this article, we dig deeper into the company’s dividend and growth prospects by reviewing the health of the business, cash flows, balance sheet strength, valuation and risks. We conclude with our opinion on why it’s worth considering if you are a long-term income-focused investor.
Top 5 High-Growth Stocks, that Just Sold Off
This report is a continuation of our free report “Top 10 Growth Stocks that just sold off,” but in this members-only edition—we include the top 5. As mentioned, it was a terrible week for top growth stocks, but there are plenty of very attractive opportunities (babies that have been thrown out with the bathwater). In this report, we countdown our full top 10 high growth stocks that just sold off, starting with #10 and finishing with our #1 top idea.
This Internet Infrastructure Company: Worth Considering on the Pullback
The market has been volatile this week, especially top growth stocks. This report covers an attractive internet infrastructure and security company (i.e. a top growth stock) that has been increasing revenues very rapidly and has a very large total addressable market (for continued high growth in the long-term). And while the shares of top growth stocks are never going to be cheap, this week’s price pullback has created a small margin of safety thereby creating an increasingly tempting entry point for long-term investors. In this report, we consider the business model, competitive strength, financial position, and finally conclude with our opinion on investing.
The Top 5 High-Growth Stocks: Market Melt-Up Edition
Since the depths of the initial coronavirus selloff in 2020, the market has climbed dramatically higher, and the ascent has been even more dramatic for top growth stocks. In light of these dramatic price gains, many investors are getting nervous and wondering if they should dump their high growth stocks altogether in order to avoid a potential market selloff that media fear mongers warn us of daily. Of course, what you do with your own investment dollars is up to you entirely. We’d never advocate for blindly buying all growth stocks in general, but we do believe their continues to be an ample supply of individual high growth businesses that are worth investing in regardless of what happens to the overall market indexes. And in this report, we countdown our top 10 high growth stocks, starting with #10 and finishing with our #1 top idea.
The Top 5 High-Income Stocks: 4.5% to 9.8% Yields
There is a wide variety of high income stocks, and they are not all created equally. Far too often, investors make the unfortunate mistake of blindly chasing after the highest yielding stocks without realizing many of them are simply value traps. For example, what good is it to buy a stock with a 10% yield if the price declines by 20% every year? And while many of the highest yielding stocks today are simply slowly dying businesses (e.g. value traps), there are plenty of diamonds in the rough, especially when you consider the important concepts of total return and yield on cost (i.e. dividend growth). In this article, we rank our top 10 high-income stocks, starting with #10 and counting down to our #1 top idea.
8.3% Yield: Attractively Priced Top-Tier Midstream Play
If you are looking for big safe income, this midstream operator is attractive. It operates as a Master Limited Partnership (MLP), and has consistently maintained its distribution throughout the pandemic (while other midstream MLPs were cutting). Further, it’s actually increased the distribution 22 years in a row, and insiders have a large stake in the company. This article reviews the health of the business, distribution safety, valuation, risks and concludes with our opinion on investing.
Attractive 8.8% Yield: Paid Monthly
The so-called “risk-reward” tradeoff is an investing adage whereby the more risk you take—the more potential reward (return) you will receive. While that is a useful analogy (and there may be some truth to it) the investment we review in this report offers a very high return (in the form of big monthly dividend payments) with relatively low risk, and it is a great place to temporarily park some of your cash (if you are willing to take on more risk than your FDIC insured bank account). In this report, we review the company’s business model, income profile, financial position and dividend prospects, and then finally conclude with our opinion on investing.